+82.5%
UBER vs BUD
+45.2%
+37.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | -2.8% | +0.8% | -3.6% | -3.1% |
| 30D | -2.5% | -4.8% | +2.3% | -0.9% |
| 3M | +4.4% | +1.4% | +3.0% | +3.7% |
| 6M | -2.7% | +9.9% | -12.5% | -6.4% |
| YTD | -10.5% | +26.3% | -36.8% | -18.8% |
| 1Y | -22.5% | +36.1% | -58.6% | -32.1% |
| 3Y | +54.8% | +48.6% | +6.2% | +24.0% |
| 5Y | +82.5% | +45.0% | +37.5% | +47.3% |
| All | +82.5% | +45.2% | +37.3% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling